Today At A Glance:

U.S. stocks pulled back from recent records as Big Tech cooled; S&P −0.6%, Nasdaq −0.9%, Dow −0.2%. Fed Chair Powell’s cautious remarks kept valuation worries in focus; Nvidia and Amazon led the drag. Gold hovered near fresh highs as Treasury yields eased, while oil firmed. Boeing rose after Uzbekistan Airways placed a major order, offering a modest offset to tech weakness. Breadth was mixed, but energy and select healthcare names found buyers even as megacaps faded.

Today’s Index Performance:

• Dow Jones Industrial Average (^DJI) – The Dow opened at 46,364.11 and closed at 46,292.78, a −0.19% move.
• S&P 500 (^GSPC) – The S&P opened at 6,692.44 and closed at 6,656.96, a −0.55% change.
• Nasdaq Composite – The Nasdaq opened at 22,782.72 and closed at 22,573.47, down −0.95%.

Gainers Of Note:

• Halliburton (NYSE: HAL) – Oilfield services; +7.3% as crude strength and sector rotation lifted energy services.
• McKesson (NYSE: MCK) – Drug distribution/oncology solutions; +6.4% after raising its long-term earnings outlook and highlighting higher-margin growth areas.
• Paramount Skydance (NASDAQ: PSKY) – Media & entertainment; +6.0% on fresh deal/speculation chatter that kept the post-merger story in play.

Losers Of Note:

• Generac (NYSE: GNRC) – Backup power/energy tech; −10.3% amid renewed concerns about home-generator demand despite data-center optimism.
• Enphase Energy (NASDAQ: ENPH) – Solar inverters/home energy; −7.8% following negative analyst updates and ongoing softness across residential solar.
• Vistra (NYSE: VST) – Integrated power producer; −6.3% after a Jefferies downgrade citing uncertainty around a potential nuclear/data-center deal.

Active Traders Of Note:

• Nvidia (NASDAQ: NVDA) – AI/GPU leader; high volume as shares −~2.8% while investors digested Powell’s tone and recent AI headlines.
• Tesla (NASDAQ: TSLA) – EV & AI platform; heavy turnover (−~1.9%) as megacap growth cooled broadly.
• Amazon (NASDAQ: AMZN) – E-commerce & cloud; active trade (−~3%) alongside tech weakness and valuation jitters.

Looking Forward:

With indexes still near highs, focus shifts to whether incoming data (inflation, claims) validate odds of additional Fed easing without undercutting growth. Expect continued dispersion: energy and selected healthcare could hold bid on commodity and guidance tailwinds, while richly valued megacaps may stay rate- and headline-sensitive. Any incremental AI-capex news or deal headlines (media/telecom, utilities-data center tie-ups) could spark single-name swings even on quieter macro days.

Note: The stock performance summaries are based on general trends observed over the past ten trading days and are not indicative of future results.

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